Rick works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals.

 
Spotlight on Rick

In the interview, Rick talks about his experience with Tae Kwon Do, and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances.

To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!

• Retirees
• Executives / Professionals
• Business Owners
• Inherited Wealth
• Change in Marital Status

With over 25 years of experience in the financial services industry, Mr. Gonzalez began his career at a boutique financial services firm in Denver, CO. In 1995 he joined Charles Schwab & Co., Inc in San Francisco, CA and managed a large investment team of Senior Advisors and clients with assets of over $8 billion. In 2006, Mr. Gonzalez returned to Southern California to work as CFO and CCO for a boutique investment banking firm, and subsequently as Investment Manager at The Glowacki Group and Associate Advisor at SEIA.

• Children’s Hospital of Los Angeles - volunteer
• USC Alumni organization - member
• UC Berkeley Alumni organization - member
• Investment Management Consultants Organization - member

In the interview, Rick talks about his experience with Tae Kwon Do and the joy he finds in helping others. He also provides a useful tip on how you can improve your finances. To read about our interview with Rick, take a look at our Spotlight on the Team: Rick Gonzalez article!

Bachelor of Arts in Economics from University of California, Berkeley

MBA from the University of Southern California